Connect Sage to EDI instantly
Join thousands of businesses moving EDI orders, invoices and fulfilment updates between Sage and their trading partners on XEDI, no manual re-keying.
No credit card needed ✦ Free EDI mailbox included
Getting started with Sage EDI
XEDI connects Sage accounting and ERP workflows with EDI trading partner requirements, reducing manual order and invoice processing for growing suppliers.
One managed platform, no custom code
XEDI maps Sage to your trading partners and validates every document, so data flows straight into the systems your teams already use.
Sage is several products, and EDI meets each differently
Sage 50, Sage 200 and Sage X3 are separate systems with separate data models and separate integration routes. A pattern that works against Sage 200 does not transfer to Sage 50, and the first decision in any Sage EDI project is which of them you are actually integrating.
Sage 50 in particular is an accounts system rather than an ERP, so it holds no packaging hierarchy and no partner identifiers. Those live in the integration.
Nominal codes, tax and getting paid
Most Sage EDI value is in the invoice flow. A retailer matches your invoice against its order and its goods receipt, so the invoice raised in Sage has to carry both references in the fields the partner reads, with tax expressed the way the partner expects.
Nominal and tax code mapping is worth settling early. A tax treatment that is right in Sage but expressed differently in the message reads to the retailer as a pricing discrepancy, and is resolved as a payment query rather than an integration one.
What your team sees day to day
You get an EDI mailbox and a portal that works like an inbox, whichever Sage product you run. Orders arrive and your team is notified straight away.
The order then becomes the despatch advice, amended where you are delivering more or less than ordered, with SSCC labels for the pallets, and becomes the invoice on delivery. Delivery of that invoice is confirmed in the dashboard, so a chase starts from evidence.
The integration sits over that workflow and automates it, so orders land in Sage and invoices leave from it without a manual confirmation step. Smaller teams trade from the portal alone. An integration is for when the ledger has to match without anyone keying it, and our API goes further still for enterprises.
Documents you can exchange
- Purchase orders
- Invoices
- Credit notes
- Order acknowledgements
- Despatch advice where required
Built for Sage teams
Whoever owns Sage in your business, XEDI keeps EDI accurate and hands-off.
- Sage users
- Finance teams
- Small and mid-sized suppliers
- Order processing teams
- Wholesale distributors
Sage EDI document types
The flows below cover most Sage supplier programmes, whichever Sage product you run.
| Document | What it carries | Direction |
|---|---|---|
| Purchase orders | Retailer demand arriving as a sales order against the right customer and delivery address. | Partner to Sage |
| Order acknowledgements | Confirmation of what will be supplied, including short and rejected lines. | Sage to partner |
| Advanced shipping notices | Despatch detail sent ahead of delivery, assembled from fulfilment data. | Sage to partner |
| Invoices | Invoices raised in Sage, referenced to the order and delivery for automatic matching. | Sage to partner |
| Credit notes | Credits and adjustments against a previously sent invoice. | Sage to partner |
How to connect Sage with EDI using XEDI
Sage connections are usually quick to stand up; the time goes into identifier and tax mapping rather than configuration.
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01
We scope the Sage version, access route and document flows in play.
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02
We build the mapping between each partner's documents and your Sage customers, products, nominal codes and tax rules.
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03
We configure validation so a document is checked against the partner's rules before it reaches Sage.
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04
We prove the order and invoice flows against what the partner requires and against how your ledger is set up.
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05
You get an invoice flow that works first time and keeps working as partners revise their rules.
Ready to connect Sage?
Talk through documents, mapping, testing and go-live with XEDI.
Everything about Sage EDI
Common requirements
- Sage access or import/export method
- Customer and product references
- Tax and nominal code mapping
- Trading partner document requirements
- Connection method and testing plan
What we need from you to build it
Only the things we cannot hold for you. What each retailer requires is already ours, which is what makes the invoice flow work first time.
- Which Sage product
- Sage 50, 200 or X3, and the version, since the integration route and available data differ between them.
- Customer and delivery mapping
- Each partner mapped to a Sage customer, each delivery point mapped to the GLN the partner uses.
- Product and barcode data
- GTINs per packaging level and the conversion between the retailer's ordering unit and your stock unit.
- Nominal and tax codes
- How each line maps to nominal and tax codes, expressed so the partner's matching agrees with your ledger.
- Invoice numbering
- A unique, traceable numbering scheme, since duplicates are rejected outright.
Why suppliers choose XEDI for Sage
- Your retailers are very likely connected already, so nothing waits on which Sage product you run.
- Sage stays your book of record rather than running a parallel system.
- Partner rules are validated before an invoice is sent, so problems surface before they become payment delays.
- A new retailer means no extra portal to re-key from, and nothing for your team to set up: each one is onboarded by us.
- Identifier and tax mapping lives in the platform, so changes in Sage do not silently break trading.
- Retailers raise issues with us rather than with you, and we put them right proactively instead of them turning up as a payment query.
Can Sage be connected to EDI?
Yes. XEDI can map trading partner EDI documents to Sage workflows and automate common order and invoice processes.
Plan your Sage EDI setup
Everything you need to scope, map and go live with Sage, in one place.